COMPARE · Data as of August 21, 2026
BRBR vs USFD
Verdict: Side-by-side breakdown using the Bull Rankings model. BRBR scored 72.0, USFD scored 60.7 — BRBR leads.
Compare another set
BRBR
BellRing Brands, Inc.
72
$10.19 · $1.2B
fundamentals as of
Score gap
11.3
BRBR leads
USFD
US Foods Holding Corp.
60.7
$109.62 · $23.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestBRBR7.2x
- Fastest growthBRBR+16.1%
- Highest qualityUSFD66 / 100
- Largest discount to fair valueBRBR-86%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
BRBR
stronger →← stronger
USFD
62
Qualityreturns · margins · balance sheet
66
62
Growthrevenue & earnings expansion
64
98
Valuevaluation vs sector peers
53
USFD is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BRBR
USFD
$225mC
FCF
$946mC+
+16.1%B+
Rev
+3.8%C+
—
D/E
1.26C+
7.2xA
P/E
33.8xC
0.28A
PEG
0.73A-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
BRBR
USFD
86% below
Price vs fair valuelower is cheaper
11% above
decline
Growth the price implies10-yr FCF · lower = less priced in
~12%/yr
+446%
1-yr DCF upside
-23%
+626%
5-yr DCF upside
-10%
+1023%
10-yr DCF upside
+14%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BRBR
Why this score
- Buying back stock
- Short track record
USFD
Why this score
- Buying back stock
The companies
BRBRBellRing Brands, Inc.
Why now
Packaged Foods · market cap $1.2b. Down 76% from 52-week high of $43.02 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median. PEG 0.28 — paying under fair value for the growth rate. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $14.71 (implying +44% upside).
Moat
FCF converts 131% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 76% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. ROE -37% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
USFDUS Foods Holding Corp.
Why now
Food Distribution · market cap $23.7b. Trading near 52-week high of $111.42 — momentum setup, limited technical margin of safety. PEG 0.73 — paying under fair value for the growth rate. 16 sell-side analysts rate this a Buy with a mean 1-yr target of $115.88 (implying +6% upside).
Moat
ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 130% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trading within 2% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Trailing P/E 34x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 1.8% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where BRBR and USFD diverge
On the headline score the gap is 11.3 points in favor of BRBR. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueBRBR 98.4 · USFD 52.7BRBR +45.7
- QualityBRBR 62.1 · USFD 66.3USFD +4.2
- GrowthBRBR 62.1 · USFD 64.1level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.